先进封装(Chiplet)

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  • 2167.866
  • +83.880+4.02%
休市中 12/20 15:00 (北京)
2180.937最高价2074.339最低价
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成分股
代码股票名称
最新价涨跌额涨跌幅成交量成交额今开昨收最高最低总市值流通市值总股本流通股本5日涨跌幅10日涨跌幅20日涨跌幅60日涨跌幅120日涨跌幅250日涨跌幅年初至今涨跌幅股息率TTM换手率市盈率TTM市盈率(静)振幅所属行业
自选模拟交易
688362甬矽电子
36.773.23+9.63%2527.27万9.23亿33.5433.5438.8333.27150.17亿102.43亿4.08亿2.79亿+18.04%+22.85%+34.00%+122.98%+82.21%+26.79%+40.40%--9.07%217.57亏损16.58%半导体
688300联瑞新材
69.765.90+9.24%875.68万6.02亿63.7863.8671.7763.11129.58亿129.58亿1.86亿1.86亿+20.36%+18.24%+34.21%+81.90%+42.83%+24.13%+33.00%0.72%4.71%55.3774.4513.56%非金属材料Ⅱ
688216气派科技
24.971.61+6.89%339.85万8446.18万23.4823.3625.6623.3226.74亿26.54亿1.07亿1.06亿+1.42%-1.69%+15.82%+73.04%+36.08%-10.41%-9.76%--3.20%亏损亏损10.02%半导体
688256寒武纪-U
675.9539.93+6.28%931.09万61.21亿634.97636.02676.77631.002821.80亿2821.80亿4.17亿4.17亿+19.01%+22.10%+37.39%+223.62%+233.03%+298.98%+400.85%--2.23%亏损亏损7.20%半导体
688521芯原股份
55.822.95+5.58%2604.10万14.53亿52.8452.8758.0352.50279.30亿277.86亿5.00亿4.98亿+15.69%+8.60%+14.15%+120.20%+95.17%+1.53%+11.73%--5.23%亏损亏损10.46%半导体
600520文一科技
37.001.60+4.52%1873.47万6.92亿35.1035.4038.1735.0558.62亿58.62亿1.58亿1.58亿-1.60%-0.05%+8.06%+106.59%+122.09%+11.82%+44.59%--11.83%222.89亏损8.81%专用设备
688689银河微电
23.840.99+4.33%249.60万5910.40万22.8722.8524.2622.7030.73亿30.73亿1.29亿1.29亿-3.91%-4.26%+1.97%+47.34%+9.91%-10.48%-13.84%0.85%1.94%51.9447.976.83%半导体
688535华海诚科
76.892.86+3.86%395.42万3.03亿73.9974.0378.4473.1362.05亿37.70亿8069.65万4902.57万+1.02%-4.74%-9.23%+38.79%+4.39%-23.44%-16.77%0.52%8.07%144.26196.157.17%半导体
603005晶方科技
29.301.04+3.68%7490.19万21.78亿28.2328.2629.7028.00191.09亿191.09亿6.52亿6.52亿+3.21%+1.98%+2.81%+67.33%+41.61%+29.74%+33.70%0.16%11.49%85.42127.396.02%半导体
688328深科达
17.130.51+3.07%252.58万4309.73万16.6216.6217.3916.4116.18亿16.18亿9445.63万9445.63万-4.46%-6.95%-0.06%+46.04%+21.83%-54.97%-61.72%0.58%2.67%亏损亏损5.90%专用设备
300410正业科技
6.560.19+2.98%1055.67万6859.11万6.396.376.646.3224.08亿24.07亿3.67亿3.67亿-5.48%-7.48%+3.31%+44.18%+28.63%-22.09%-25.37%--2.88%亏损亏损5.02%电池
300456赛微电子
19.750.56+2.92%2696.35万5.29亿19.1919.1919.9019.02144.61亿117.22亿7.32亿5.93亿+1.65%-0.25%+5.61%+37.25%+23.90%-19.01%-17.73%0.18%4.54%亏损139.084.59%半导体
002156通富微电
30.180.84+2.86%1.28亿38.53亿29.1929.3430.8128.98458.01亿457.96亿15.18亿15.17亿+3.53%-0.63%+1.75%+65.19%+33.78%+28.82%+30.60%0.04%8.46%58.26269.466.24%半导体
600584长电科技
39.981.11+2.86%9394.95万37.27亿38.8038.8740.5538.38715.41亿715.41亿17.89亿17.89亿+5.21%+1.06%+2.72%+42.48%+28.02%+31.34%+34.34%0.25%5.25%45.4848.645.58%半导体
300400劲拓股份
17.820.47+2.71%651.57万1.16亿17.2817.3518.0817.2243.24亿42.80亿2.43亿2.40亿-0.61%-2.94%+4.21%+55.09%+62.74%+9.49%+12.89%2.83%2.71%70.71110.004.96%自动化设备
301348蓝箭电子
30.880.79+2.63%1695.69万5.22亿30.1130.0931.4830.0061.76亿39.72亿2.00亿1.29亿+5.03%+8.54%+13.61%+54.55%-2.03%-36.82%-33.03%0.91%13.18%643.33105.754.92%半导体
300032金龙机电
5.440.13+2.45%2495.34万1.36亿5.285.315.545.2843.69亿43.69亿8.03亿8.03亿-3.72%-3.20%+5.43%+64.35%+77.20%-9.03%-13.79%--3.11%亏损亏损4.90%消费电子
002579中京电子
9.390.22+2.40%3615.60万3.38亿9.139.179.509.0357.52亿54.64亿6.13亿5.82亿-1.47%-0.21%+15.78%+42.27%+29.70%-1.16%+7.07%--6.21%亏损亏损5.13%元件
300480光力科技
14.490.33+2.33%534.88万7719.08万14.1614.1614.6914.0551.12亿35.89亿3.53亿2.48亿-0.55%-4.10%+0.07%+33.06%-11.10%-35.83%-31.97%0.35%2.16%亏损73.934.52%专用设备
688720艾森股份
44.980.93+2.11%316.85万1.43亿44.4344.0546.0044.0139.64亿24.87亿8813.33万5528.27万+0.78%-2.11%-0.51%+53.91%+2.05%-24.90%-25.12%0.43%5.73%104.36121.244.52%半导体
301308江波龙
95.261.94+2.08%1417.34万13.53亿92.4093.3298.0092.03396.26亿110.36亿4.16亿1.16亿+4.17%+6.23%+14.77%+49.38%+3.26%+1.30%+3.77%0.26%12.23%64.76亏损6.40%半导体
301325曼恩斯特
48.120.81+1.71%322.52万1.56亿47.6647.3149.2747.3469.24亿27.86亿1.44亿5789.47万-9.09%-10.06%-3.41%+61.25%+9.89%-23.11%-24.86%1.30%5.57%44.7620.294.08%电池
300903科翔股份
10.140.15+1.50%4813.26万4.92亿9.969.9910.479.9342.05亿33.43亿4.15亿3.30亿+11.55%+10.22%+20.00%+60.19%+6.40%-1.27%+0.80%--14.60%亏损亏损5.41%元件
002185华天科技
12.200.18+1.50%1.31亿15.93亿12.0312.0212.3111.96390.95亿390.86亿32.04亿32.04亿+2.09%+1.50%+3.74%+65.09%+49.33%+37.11%+43.56%0.18%4.08%78.21171.832.91%半导体
002845同兴达
15.910.20+1.27%845.38万1.34亿15.6915.7116.0615.5252.11亿39.81亿3.28亿2.50亿0.00%-2.27%+2.51%+44.77%+22.86%-8.83%-9.96%0.50%3.38%50.67108.233.44%光学光电子
688396华润微
48.080.57+1.20%1138.18万5.49亿47.5147.5149.0847.34636.35亿636.35亿13.24亿13.24亿-1.27%-3.84%-3.16%+39.93%+23.92%+5.47%+7.86%0.23%0.86%68.9843.013.66%半导体
002077大港股份
17.740.18+1.03%9925.85万17.81亿17.4117.5618.6817.20102.95亿102.95亿5.80亿5.80亿+6.61%+10.88%+14.90%+63.96%+45.41%+11.29%+16.33%--17.10%806.36116.718.43%半导体
603186华正新材
26.310.25+0.96%297.77万7855.36万25.9526.0626.8025.8837.36亿37.36亿1.42亿1.42亿-5.50%-6.34%-11.56%+26.31%+11.48%-23.92%-24.18%--2.10%亏损亏损3.53%元件
002079苏州固锝
11.100.09+0.82%2190.69万2.43亿10.9911.0111.2310.9089.90亿89.82亿8.10亿8.09亿-0.72%-2.37%-2.12%+37.55%+28.29%-2.31%-1.26%0.34%2.71%81.0258.733.00%电池
002404嘉欣丝绸
7.200.05+0.70%7638.07万5.59亿7.497.157.807.0240.32亿32.82亿5.60亿4.56亿+6.51%+9.59%+17.65%+38.73%+33.58%+24.59%+25.24%4.17%16.76%20.1118.6010.91%服装家纺

评论

    【A股、港股芯片股大涨,中芯国际A股20cm涨停】中芯国际A股午后20cm涨停,成交额达238亿元。 A股海光信息、寒武纪、华海清科、珂玛科技、龙图光罩、鼎龙股份等多股创历史新高。港股半导体板块午后持续拉升,宏光半导体涨超30%,中芯国际涨超10%,晶门半导体、华虹半导体等跟涨。
    4
    我认为这次上证指数在经历回归和第一浪后,会涨到3800点,然后市场会进行第一次回调。下调到3480点后会再次拉升一直保持一个中长期的牛市冲破5000点。
    中国经济周期理论来说,2000-2001年 2007-2008年 2015年,所以如果没有疫情,我们本来这次的牛市本来应该从2022年开始,但是受疫情和国际形势的影响这次的周期稍微晚了一些。我个人认为这次牛市是一个经济周期回归+大力支持政策的结果。但是从长期来看,我依然不看好中国股市,因为中国经济形势没有得到根本的改善。第一个点是消费依然不足,实体经济消费依然严重不足,放宽房贷和中小企业贷款并不会促进太多的国民消费水平。而大量的现金其实是流入了证券交易市场。第二个点是,对外贸易和外资引进依然存在巨大的挑战。这次的三方联合声明主要是想通过极端的猛药下在孱弱的中国经济现状,过刚易折,这次猛药一定会见效,但是效果可能是回光返照,最后会重走老路。
    所以这次牛市投资选择上还是要有把控的,不能为了投机什么都买,要选择性的进行投资。你可以选择部分资金进行投机,但是要留一个底仓进行价值投资。这次牛市,我看好AI算力板块,我认为2...
    3
    这只是一种姿态,也可能是对人工智能芯片制造能力增长自给自足的迹象。如果拜登继续禁止向中国出口甚至是降级的芯片,告诉本地公司不要买入英伟达是没有意义的。 $英伟达 (NVDA.US)$ 受益。 $寒武纪-U (688256.SH)$ , $华为鸿蒙 (LIST0795.SH)$ $百度 (BIDU.US)$ 这只是一种姿态,也可能是对人工智能芯片制造能力增长自给自足的迹象。如果拜登继续禁止向中国出口甚至是降级的芯片,告诉本地公司不要买入英伟达是没有意义的。
    $百度集团-SW (09888.HK)$ $中国海外互联网ETF-KraneShares (KWEB.US)$
    已翻译
    2
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